DAVIS SELECTED ADVISERS LP

RIASEC RegisteredEst. 1988

Total AUM

$30.1B

Discretionary

$25.6B

85% of AUM

Avg account

$276M

Accounts

109

Employees

121

Advisory reps

7

Firm details

Headquarters: TUCSON, Arizona
CRD number: 108674
Registered since: January 1, 1988
Website: www.davisadvisors.com
Fee structure: Percentage of AUM
Client types: Investment Companies54.37%
Other Investment Advisers23.45%
Charitable Organizations16.63%
Pooled Investment Vehicles3.24%
Corporations / Businesses1.65%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davis Selected Advisers LP is a limited partnership that has been SEC-registered since 1988 and serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and operates primarily as a portfolio manager across several client types, including individual and small business accounts, investment companies, pooled vehicles and institutional or business portfolios. Ownership is reported as a mix of domestic entities and individuals. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 5

MICHAELA MCLOUGHRY
Chief Compliance OfficerCRD 5005041
RUSSELL WIESE
Chief Marketing OfficerCRD 2590996
LISA COHEN
Chief Legal OfficerCRD 6539159

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Contacts

2 of 2

ANDREW DAVIS
PresidentCRD 1797593
CHRISTOPHER DAVIS
Equity ResearchCRD 2299223

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$461M in ETFs

Passive

1%

$2.3M

Active

100%

$458M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DAVIS SELECT US EQUITY ETF (DUSA)		Active	Large Blend	$173M	3,400,745	37.45%

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Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area: Tucson-Nogales, AZ
Region: West
County: PIMA
Address: 3600 E Hemisphere Loop
Time zone: MT (UTC-7)
Office locations

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